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Goodman Financial’s Schwab US Broad Market ETF SCHB Stock Holding History

Goodman Financial’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-25,935
Closed -$558K – 70
2025
Q1 		$558K Buy
+25,935
New +$590K 0.12% 43

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Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Goodman Financial's SCHB Position: Q2 2025 in Review

Goodman Financial sold out of Schwab US Broad Market ETF (SCHB) in Q2 2025, closing a stake of 25,935 shares — an estimated $558K sold.

Goodman Financial first reported a position in SCHB in Q1 2025 and held it in 1 quarter. The position peaked at $558K in Q1 2025. 1,212 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

  • Goodman Financial reported no remaining Schwab US Broad Market ETF position as of Q2 2025 after selling out during the quarter.
  • Goodman Financial sold 25,935 Schwab US Broad Market ETF shares in Q2 2025, an estimated $558K.
  • Goodman Financial first reported a position in Schwab US Broad Market ETF in Q1 2025 and held it in 1 quarter.
  • Goodman Financial's Schwab US Broad Market ETF position peaked at $558K in Q1 2025.
  • 1,212 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on Goodman Financial's 13F filing for Q2 2025, filed 11 Aug 2025.